Wheeler Fairman & Kelley has adopted the following Privacy Policy in accordance with Section 35.581 of the Texas Business & Commerce Code:
Wheeler Fairman & Kelley is committed to protecting the confidentiality of all personal information obtained from our clients. Except as outlined in this policy or as otherwise authorized by you, we do not intentionally disclose personal information—including Social Security numbers—to any third party.
We request your Social Security number only when necessary to perform professional services on your behalf, including the preparation of required forms and communication with the Internal Revenue Service and other taxing authorities. Your Social Security number will be used solely as a means of identification with taxing authorities or for other purposes expressly authorized by you.
Social Security numbers are obtained only as part of collecting the information required to provide the services you have requested.
Wheeler Fairman & Kelley safeguards Social Security numbers and other confidential client information using commercially reasonable security measures. While no system can guarantee absolute security, we maintain physical, electronic, and procedural protections that comply with applicable professional standards to help prevent unauthorized access. Access to Social Security numbers within our records is limited to authorized accountants and staff of Wheeler Fairman & Kelley, as well as the firmʼs outside computer consultants when necessary. All such individuals are required to maintain the confidentiality of this information and may not disclose it to anyone outside the firm except as authorized by you or required by law.
When disposing of business records containing personal information, Wheeler Fairman & Kelley takes reasonable steps to ensure that such information is rendered unreadable or indecipherable. This may include shredding, erasing, or other secure destruction methods, or the use of third-party vendors specializing in the secure disposal of confidential records.
Address:
Wheeler Fairman & Kelley CPA
6011 West Courtyard Drive
Building 5, Suite 400
Austin, TX 78730
(512) 472-2350